Staying Ahead In 2025: My Portfolio Breakdown And Results - Q2 2025
Source: SeekingAlpha
2025-05-15 07:19:09 ET
Summary
- I started publicly sharing my portfolio in early 2025, and despite recent volatility, I outperformed the MSCI World and S&P 500.
- My strategy involves buying high-quality business models at reasonable valuations, holding through moderate overvaluation, and selling if growth stagnates or fundamentals change significantly.
- Recent buys include Novo Nordisk and Alphabet.
- Recent sells include Realty Income, VICI, T. Rowe Price, UnitedHealth, and PayPal to focus on core holdings and invest in a rental property.
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Staying Ahead In 2025: My Portfolio Breakdown And Results - Q2 2025
Philip Morris International Inc
NASDAQ: PM
PM Trading
-0.27% G/L:
$165.36 Last:
811,495 Volume:
$164.56 Open:
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PM Stock Data
$283,860,521,231
1,554,655,896
0.05%
1657
N/A
Tobacco
Consumer Staples
US
Stamford
